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Impact Family Office

Santa Barbara, United States of America

Building a legacy for good through intentional impact strategy

Impact Family Office provides customized financial services to clients seeking to maximize their impact. The company offers a comprehensive onboarding service, the Bus Book, which aligns financial resources with lifestyle and values. As an independent trustee, they execute estate plans and emphasize the importance of the relationship between beneficiaries. Through this approach, clients can create a lasting legacy for good. Impact Family Office serves family office clients by coordinating their financial resources to achieve maximum impact. This is made possible through their unique services, including the Bus Book, tailored to meet individual client needs.

Impact Family Office worked with

    Family Offices
Team Size
2+ people
Hourly Rate
Daily Rate
Minimum Budget
Years in Business
9 years of experience
Timezones
Languages
English
Primary Location
Santa Barbara, United States of America

Impact Family Office services and pricing

ServiceMin ProjectHourly Rate
Business ServicesN/AN/A

Locations

AddressCountryActions

Coast Village Circle, Santa Barbara, CA, 93108

Headquarter
🇺🇸 United States of America Get directions

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